Experience

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  Dupont

  Jan 1992 - Jan 2000

  Sales/marketing

  DuPont has brought world-class science and engineering to the global marketplace for over 200 years through innovative products, materials and services. • Market Sales Manager, Los Angeles, CA 1999 - 2000• Account Manager/Business Development, Los Angeles, CA1997 - 1999• Territory Manager, San Diego, CA1995 - 1997• Sales Representative, Sioux Falls, SD1992 - 1995

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  Lantronix

  Jan 2000 - Jan 2004

  Director of business development

  Founded in 1989, Latronix is a $50M international technology company that designs, develops and markets network hardware and software solutions. • Director of Business Development (Irvine, CA) 2003 - 2004• Director of Field Sales & Operations (Irvine, CA)2002 - 2003• Director of Business Planning / Including Mergers & Acquisitions Activity (Irvine, CA)2000 - 2002

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  Northwestern mutual

  Sept 2004 - now

  Managing director, private wealth advisor

  Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. For more information, visit http://www.northwesternmutual.com• Responsible for recruiting and developing new advisors for the Greenville & Spartanburg offices • Past president of Northwestern Mutual’s Managing Directors Association• Recognized as South Carolina’s most “Meaningful Work” and “Top Places” to work in 2018 -2022• Consistently ranked as a Top 10 district out of 300 district offices in the Northwestern Mutual System• Have helped more than 170 new advisors start in our career, with many personally recruited• Featured speaker at both regional and national sales conferences Show less

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  Upstate legacy planning group

  Jan 2016 - now

  Co-founder, private wealth advisor

  Our practice specializes in future-focused financial planning for those with complex wealth management needs. Our clients are generous, family-oriented professionals and business owners who have built great success and have a desire to steward their wealth wisely and purposefully. We become a lifelong partner and guide, providing tailored, tax-efficient advice that helps them make the most of their opportunities today while building a strong financial foundation that will impact generations. By building meaningful relationships, communicating proactively, and always putting their best interests first, we help our clients gain peace of mind—and with it, the freedom to spend more time doing what they love with those who matter most to them. Some of our services include:- Fee-Based Financial Planning- Estate Planning- Business Succession Planning- Alternative Investments - Business Planning- Generational Planning - Charitable Giving - Wealth Management - Retirement Planning - Risk Management Solutions Show less